Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$71.1B
AUM Growth
-$1.94B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,461
New
Increased
Reduced
Closed

Top Buys

1
+$261M
2
+$94.3M
3
+$53.1M
4
WDAY icon
Workday
WDAY
+$44.4M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$36.4M

Top Sells

1
+$296M
2
+$68.7M
3
+$53.7M
4
T icon
AT&T
T
+$34.1M
5
AAPL icon
Apple
AAPL
+$27.3M

Sector Composition

1 Technology 18.03%
2 Healthcare 10.44%
3 Industrials 9.64%
4 Financials 8.06%
5 Consumer Staples 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$13M 0.02%
444,597
+231,904
627
$12.9M 0.02%
86,334
-626
628
$12.9M 0.02%
930,552
-17,904
629
$12.8M 0.02%
378,317
+15,207
630
$12.8M 0.02%
207,091
+5,039
631
$12.8M 0.02%
226,655
-1,311
632
$12.8M 0.02%
205,413
-134,673
633
$12.8M 0.02%
314,764
-20,972
634
$12.8M 0.02%
551,597
+30,493
635
$12.7M 0.02%
65,361
-667
636
$12.7M 0.02%
347,809
+16,261
637
$12.6M 0.02%
250,378
+39,815
638
$12.6M 0.02%
621,020
-62,407
639
$12.5M 0.02%
652,247
+27,625
640
$12.5M 0.02%
86,998
-12,284
641
$12.4M 0.02%
463,582
+74,674
642
$12.3M 0.02%
134,927
-17,691
643
$12.2M 0.02%
354,345
+16,641
644
$12.2M 0.02%
72,818
-10,755
645
$12.1M 0.02%
698,389
+44,436
646
$12.1M 0.02%
80,643
+961
647
$12M 0.02%
223,045
+17,082
648
$12M 0.02%
291,899
-932
649
$11.9M 0.02%
414,749
+33,935
650
$11.9M 0.02%
30,806
+1,558
24 25
26
27 28